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New Research:

"What Would Yale Do If It Were Taxable?"

Aperio Group: The Next Generation of Indexing

The Aperio Advantage

Aperio is the new benchmark in customized and after-tax indexing. Fueling an enlightened movement of efficient equity exposure, we unlock tax-losses to offset gains and align portfolios to investor values and unique perspectives. The investment landscape has evolved – and Aperio is leading the way.

Active Tax Indexing

Active Tax Indexing uses a systematic tax-loss harvesting overlay to reduce taxes paid and improve after-tax returns over traditional index funds or ETFs.

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Thematic Beta

Thematic Beta customizes the constituents of portfolios to achieve targeted investment exposures such as high dividend, low volatility, quality, or geographic tilts.

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Socially Responsive Indexing

Socially Responsive Indexing
customizes the constituents of portfolios to include only those meeting the client’s unique social, ethical, and governance standards.

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